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Financial Services Financial Consultant Financial Advisor

Wealth Management Relationship Specialist

Job in Carlsbad, San Diego County, California, 92002, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 49920 - 100000 USD Yearly USD 49920.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in Carlsbad is seeking to hire a Client Associate to support Financial Advisors in enhancing client relationships. Key responsibilities include tracking client actions, managing onboarding processes, and assisting in investment strategy meetings. Ideal candidates will possess a High School Diploma and have strong communication and organizational skills. The role offers competitive compensation, with salary ranging from $49,920 to $100,000 based on experience, and is eligible for incentives and benefits.
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